OneAscent Large Cap Core ETF (OALC) Institutional Ownership $30.44 -0.53 (-1.71%) As of 02/21/2025 04:10 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartHoldingsOwnershipRatings Institutional Ownership Changes (13F Filings) for OneAscent Large Cap Core ETF (NYSEARCA:OALC)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$106.33MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$5.56M Get OALC Insider Trade Alerts Want to know when executives and insiders are buying or selling OneAscent Large Cap Core ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data OALC Institutional Buying and Selling by Quarter OneAscent Large Cap Core ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails2/14/2025 Jane Street Group LLC9,149$271K0.0%-26.2%0.235% 2/14/2025 Harvest Investment Services LLC6,788$201K0.0%N/A0.174% 2/12/2025 OneAscent Financial Services LLC2,128,265$63.29M5.4%N/A54.571% 2/12/2025 OneAscent Wealth Management LLC1,073,108$31.80M13.1%+3.5%27.516% 2/11/2025 LPL Financial LLC18,745$555K0.0%+12.7%0.481% 2/7/2025 Meriwether Wealth & Planning LLC27,130$804K0.6%N/A0.696% 2/6/2025 Atria Investments Inc2,374,936$70.37M0.9%+4.8%60.896% 2/4/2025 IFP Advisors Inc3,071$91K0.0%+168.2%0.079% 1/24/2025 Patron Partners LLC107,340$3.18M1.7%+24.6%2.752% 1/21/2025 RFG Advisory LLC52,588$1.56M0.0%+2.0%1.348% Get the Latest News and Ratings for OALC and Related StocksEnter your email address below to receive the latest news and analysts' ratings for OneAscent Large Cap Core ETF and its competitors with MarketBeat's FREE daily newsletter. 1/15/2025 TrueWealth Advisors LLC75,615$2.24M0.7%+20.5%1.939% 11/15/2024 Jane Street Group LLC12,394$362K0.0%-73.2%0.318% 11/7/2024 OneAscent Wealth Management LLC1,036,449$30.31M11.5%-2.4%26.576% 11/5/2024 Patron Partners LLC86,125$2.52M1.4%+3.5%2.208% 11/1/2024 Atria Investments Inc2,267,064$66.29M0.8%-5.3%58.130% 10/29/2024 TrueWealth Advisors LLC62,733$1.83M0.6%N/A1.609% 10/8/2024 Dynamic Advisor Solutions LLC54,354$1.59M0.0%+26.8%1.394% 8/6/2024 Patron Partners LLC83,249$2.33M1.4%+16.5%2.135% 7/26/2024 Cambridge Investment Research Advisors Inc.108,870$3.04M0.0%+2.7%2.792% 7/15/2024 Dynamic Advisor Solutions LLC42,866$1.20M0.0%N/A1.099% 7/15/2024 RFG Advisory LLC50,828$1.42M0.0%+3.9%1.303% 5/21/2024 Atria Investments Inc2,445,018$66.87M0.9%+12.3%62.693% 5/3/2024 Patron Partners LLC71,467$1.96M1.2%+212.4%1.866% 4/25/2024 Cambridge Investment Research Advisors Inc.106,040$2.90M0.0%+26.6%2.791% 4/16/2024 OneAscent Financial Services LLC2,081,255$56.92M6.3%+53.7%54.770% 4/16/2024 OneAscent Wealth Management LLC1,117,804$30.57M11.7%+13.9%29.416% 4/11/2024 RFG Advisory LLC48,929$1.34M0.0%+1.6%1.288% 2/9/2024 Cambridge Investment Research Advisors Inc.83,748$2.09M0.0%+65.3%5.301% 1/25/2024 RFG Advisory LLC48,151$1.20M0.0%+10.7%3.048% 1/18/2024 Patron Partners LLC22,879$571K0.4%N/A1.448% 1/11/2024 OneAscent Wealth Management LLC981,212$24.57M9.8%+41.0%62.102% 1/11/2024 OneAscent Financial Services LLC1,353,750$33.89M4.2%+93.3%85.680% 11/13/2023 Kestra Advisory Services LLC37,129$835K0.0%+126.9%2.350% 11/7/2023 Atria Investments Inc1,352,799$30.44M0.5%+1.9%85.620% 10/24/2023 Cambridge Investment Research Advisors Inc.50,679$1.14M0.0%+1.1%3.208% 10/16/2023 RFG Advisory LLC43,502$979K0.0%+8.6%2.753% 10/13/2023 OneAscent Financial Services LLC700,299$15.76M4.1%+7.5%44.323% 10/13/2023 OneAscent Wealth Management LLC695,946$15.66M6.9%-2.1%44.047% 8/4/2023 Atria Investments Inc1,327,462$30.48M0.6%+1.2%84.017% 8/3/2023 RFG Advisory LLC40,073$920K0.0%+54.6%2.536% $5,000 DOGE check? 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The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail.Everything you need to know is right here.7/13/2023 Cambridge Investment Research Advisors Inc.50,119$1.15M0.0%+8.6%3.297% 7/10/2023 OneAscent Wealth Management LLC710,779$16.32M7.7%+2.7%46.762% 7/10/2023 OneAscent Financial Services LLC651,362$14.96M6.6%+5.1%42.853% 5/10/2023 Atria Investments Inc1,311,244$28.95M0.5%-46.7%86.266% 5/9/2023 RFG Advisory LLC25,922$572K0.0%+3.9%1.705% 4/17/2023 OneAscent Financial Services LLC619,749$13.68M5.6%-42.2%40.773% 4/17/2023 OneAscent Wealth Management LLC692,362$15.29M6.0%-44.2%45.550% 4/14/2023 O Connor Financial Group LLC23,232$513K0.4%N/A1.528% 2/8/2023 Cambridge Investment Research Advisors Inc.65,797$1.35M0.0%+3.6%3.500% 1/31/2023 Atria Investments Inc2,460,924$50.49M1.0%-6.5%130.900% 1/12/2023 OneAscent Wealth Management LLC1,241,649$25.58M12.0%-4.3%45.987% 1/12/2023 OneAscent Financial Services LLC1,071,924$22.08M9.4%-4.1%39.701% 11/10/2022 RFG Advisory LLC24,055$481K0.0%+25.9%0.865% 11/2/2022 OneAscent Wealth Management LLC1,297,061$24.16M12.7%-0.1%46.657% 11/2/2022 OneAscent Financial Services LLC1,117,571$20.82M8.3%+5.4%40.200% 11/1/2022 Atria Investments LLC2,631,710$49.02M1.1%+2.2%94.666% 10/17/2022 Cambridge Investment Research Advisors Inc.63,484$1.18M0.0%-31.1%2.267% 8/13/2022 RFG Advisory LLC19,110$407K0.0%N/A0.687% 8/11/2022 Atria Investments LLC2,575,050$50.94M1.1%+5.4%92.628% 8/8/2022 OneAscent Financial Services LLC1,059,891$20.97M9.5%+7.2%38.126% 8/8/2022 OneAscent Wealth Management LLC1,298,831$25.69M13.1%+8.9%46.721% 7/13/2022 Cambridge Investment Research Advisors Inc.92,199$1.82M0.0%N/A3.317% 5/12/2022 OneAscent Wealth Management LLC1,192,170$27.33M13.6%N/A46.752% 5/12/2022 OneAscent Financial Services LLC988,615$22.67M16.2%N/A38.769% 5/2/2022 Atria Investments LLC2,442,676$56.01M1.0%+2.9%95.791% 2/14/2022 Rockefeller Capital Management L.P.4,377$110K0.0%N/A0.175% (Data available from 1/1/2016 forward) OALC Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of OALC shares? During the previous two years, 15 institutional investors and hedge funds held shares of OneAscent Large Cap Core ETF. The most heavily invested institutionals were Atria Investments Inc ($70.37M), OneAscent Financial Services LLC ($63.29M), OneAscent Wealth Management LLC ($31.80M), Patron Partners LLC ($3.18M), Cambridge Investment Research Advisors Inc. ($3.04M), TrueWealth Advisors LLC ($2.24M), and Dynamic Advisor Solutions LLC ($1.59M).Learn more on OALC's institutional investors. Which institutional investors have been buying OneAscent Large Cap Core ETF stock? Of the 14 institutional investors that purchased OneAscent Large Cap Core ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: OneAscent Financial Services LLC ($3.59M), OneAscent Wealth Management LLC ($476.93K), Atria Investments Inc ($416.90K), Patron Partners LLC ($107.34K), TrueWealth Advisors LLC ($75.62K), Cambridge Investment Research Advisors Inc. ($62.71K), and Dynamic Advisor Solutions LLC ($54.35K). How much institutional buying is happening at OneAscent Large Cap Core ETF? Institutional investors have bought a total of 4,892,484 shares in the last 24 months. This purchase volume represents approximately $135.95M in transactions. Which OneAscent Large Cap Core ETF major shareholders have been selling company stock? The following institutional investors have sold OneAscent Large Cap Core ETF stock in the last 24 months: Atria Investments Inc ($1.28M), OneAscent Wealth Management LLC ($589.21K), OneAscent Financial Services LLC ($452.18K), and Jane Street Group LLC ($37.06K). How much institutional selling is happening at OneAscent Large Cap Core ETF? Institutional investors have sold a total of 2,355,914 shares in the last 24 months. This volume of shares sold represents approximately $53.38M in transactions. 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